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investors. ",[1129],{"type":129,"attrs":1130},{"color":797},{"type":780,"content":1132},[1133],{"type":18,"attrs":1134,"content":1135},{"textAlign":34},[1136],{"text":1137,"type":22,"marks":1138},"Vague details on specific investment strategies may require additional inquiry.",[1139],{"type":129,"attrs":1140},{"color":797},"Cons",{"_uid":1143,"text":1144,"title":1203,"component":984},"709b11ca-bdbc-4d8d-b732-20b5f06d6ccd",{"type":15,"content":1145},[1146],{"type":777,"content":1147},[1148,1159,1170,1181,1192],{"type":780,"content":1149},[1150],{"type":18,"attrs":1151,"content":1152},{"textAlign":34},[1153,1157],{"text":1154,"type":22,"marks":1155},"Affluent individuals and families",[1156],{"type":38},{"text":1158,"type":22}," seeking comprehensive wealth management.",{"type":780,"content":1160},[1161],{"type":18,"attrs":1162,"content":1163},{"textAlign":34},[1164,1168],{"text":1165,"type":22,"marks":1166},"Business owners and corporate 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for?",{"id":1205,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1206,"copyright":12,"fieldtype":1207,"meta_data":1208,"is_external_url":543},17163222,"https://a.storyblok.com/f/185166/1494x785/db5c97d8d8/captrust-financial-advisors.webp","asset",{},"CAPTRUST ","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","A leading fee-based advisory firm focused on comprehensive planning and fiduciary responsibility.","Not sure if CAPTRUST suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1215,"data":1216,"component":824},"d77c7e6c-ec9f-4749-bcb2-b3fd236f5d83",{"type":15,"content":1217},[1218,1231,1236,1249,1257,1279,1287,1295,1307,1315,1325,1333,1362,1370,1378,1416,1428,1436,1457,1465,1473,1481,1493,1505,1510,1515],{"type":18,"attrs":1219,"content":1220},{"textAlign":34},[1221,1223,1229],{"text":1222,"type":22},"CAPTRUST Financial Advisors is a leading fee-based financial advisory firm headquartered in Raleigh, North Carolina. Founded in 1986 by Fielding Miller, the firm has grown into one of the largest advisory firms in the U.S., surpassing ",{"text":1224,"type":22,"marks":1225},"$1 trillion",[1226],{"type":31,"attrs":1227},{"href":1228,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.captrust.com/news/captrust-exceeds-1-trillion-dollars/",{"text":1230,"type":22}," in assets under management and administration in 2024. ",{"type":18,"attrs":1232,"content":1233},{"textAlign":34},[1234],{"text":1235,"type":22},"CAPTRUST Financial Advisors is recognized for its comprehensive financial planning approach and strong fiduciary commitment, delivering objective, client-first advice to both emerging and affluent investors while supporting community-focused initiatives nationwide.",{"type":764,"attrs":1237,"content":1238},{"level":766,"textAlign":34},[1239,1244],{"text":1240,"type":22,"marks":1241},"What does CAPTRUST do?",[1242],{"type":129,"attrs":1243},{"color":12},{"text":771,"type":22,"marks":1245},[1246],{"type":129,"attrs":1247},{"color":1248},"rgb(33, 35, 35)",{"type":18,"attrs":1250,"content":1251},{"textAlign":34},[1252],{"text":1253,"type":22,"marks":1254},"CAPTRUST offers a wide range of financial services, including wrap fee programs, which bundle asset management and execution costs into a single fee. This simplifies the investment process by eliminating separate transaction fees and offering both discretionary and non-discretionary management options.",[1255],{"type":129,"attrs":1256},{"color":797},{"type":18,"attrs":1258,"content":1259},{"textAlign":34},[1260,1265,1274],{"text":1261,"type":22,"marks":1262},"For portfolio management, CAPTRUST financial advisors provide tailored investment strategies and ongoing management through wrap and non-wrap fee programs. Its financial planning services go beyond investment management, offering comprehensive solutions in business, estate, and ",[1263],{"type":129,"attrs":1264},{"color":797},{"text":1266,"type":22,"marks":1267},"retirement planning",[1268,1271,1273],{"type":31,"attrs":1269},{"href":1270,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/retirement/retirement-plans",{"type":129,"attrs":1272},{"color":811},{"type":813},{"text":1275,"type":22,"marks":1276},".  ",[1277],{"type":129,"attrs":1278},{"color":797},{"type":18,"attrs":1280,"content":1281},{"textAlign":34},[1282],{"text":1283,"type":22,"marks":1284},"Additionally, CAPTRUST offers services to institutional clients, including advisory services for corporate and retirement plans, ensuring these plans are optimized for both performance and compliance.  ",[1285],{"type":129,"attrs":1286},{"color":797},{"type":18,"attrs":1288,"content":1289},{"textAlign":34},[1290],{"text":1291,"type":22,"marks":1292},"It also offers participant advisory services to help individuals make informed decisions about their retirement savings and investments. ",[1293],{"type":129,"attrs":1294},{"color":797},{"type":764,"attrs":1296,"content":1297},{"level":766,"textAlign":34},[1298,1303],{"text":1299,"type":22,"marks":1300},"What are the pros and cons of CAPTRUST?",[1301],{"type":129,"attrs":1302},{"color":12},{"text":771,"type":22,"marks":1304},[1305],{"type":129,"attrs":1306},{"color":1248},{"type":18,"attrs":1308,"content":1309},{"textAlign":34},[1310],{"text":1311,"type":22,"marks":1312},"When evaluating CAPTRUST’s offerings, consider the benefits and potential drawbacks to determine whether its services align with your financial goals. ",[1313],{"type":129,"attrs":1314},{"color":797},{"type":764,"attrs":1316,"content":1318},{"level":1317,"textAlign":34},3,[1319],{"text":1320,"type":22,"marks":1321},"Pros of CAPTRUST ",[1322],{"type":129,"attrs":1323},{"color":1324},"#434343",{"type":18,"attrs":1326,"content":1327},{"textAlign":34},[1328],{"text":1329,"type":22,"marks":1330},"Here are some pros of CAPTRUST financial services: ",[1331],{"type":129,"attrs":1332},{"color":797},{"type":777,"content":1334},[1335,1344,1353],{"type":780,"content":1336},[1337],{"type":18,"attrs":1338,"content":1339},{"textAlign":34},[1340],{"text":1070,"type":22,"marks":1341},[1342],{"type":129,"attrs":1343},{"color":797},{"type":780,"content":1345},[1346],{"type":18,"attrs":1347,"content":1348},{"textAlign":34},[1349],{"text":1080,"type":22,"marks":1350},[1351],{"type":129,"attrs":1352},{"color":797},{"type":780,"content":1354},[1355],{"type":18,"attrs":1356,"content":1357},{"textAlign":34},[1358],{"text":1090,"type":22,"marks":1359},[1360],{"type":129,"attrs":1361},{"color":797},{"type":764,"attrs":1363,"content":1364},{"level":1317,"textAlign":34},[1365],{"text":1366,"type":22,"marks":1367},"Cons of CAPTRUST ",[1368],{"type":129,"attrs":1369},{"color":1324},{"type":18,"attrs":1371,"content":1372},{"textAlign":34},[1373],{"text":1374,"type":22,"marks":1375},"Here are some of the drawbacks of working with CAPTRUST: ",[1376],{"type":129,"attrs":1377},{"color":797},{"type":777,"content":1379},[1380,1389,1398,1407],{"type":780,"content":1381},[1382],{"type":18,"attrs":1383,"content":1384},{"textAlign":34},[1385],{"text":1107,"type":22,"marks":1386},[1387],{"type":129,"attrs":1388},{"color":797},{"type":780,"content":1390},[1391],{"type":18,"attrs":1392,"content":1393},{"textAlign":34},[1394],{"text":1117,"type":22,"marks":1395},[1396],{"type":129,"attrs":1397},{"color":797},{"type":780,"content":1399},[1400],{"type":18,"attrs":1401,"content":1402},{"textAlign":34},[1403],{"text":1127,"type":22,"marks":1404},[1405],{"type":129,"attrs":1406},{"color":797},{"type":780,"content":1408},[1409],{"type":18,"attrs":1410,"content":1411},{"textAlign":34},[1412],{"text":1137,"type":22,"marks":1413},[1414],{"type":129,"attrs":1415},{"color":797},{"type":764,"attrs":1417,"content":1418},{"level":766,"textAlign":34},[1419,1424],{"text":1420,"type":22,"marks":1421},"What financial services do CAPTRUST offer?",[1422],{"type":129,"attrs":1423},{"color":12},{"text":771,"type":22,"marks":1425},[1426],{"type":129,"attrs":1427},{"color":1248},{"type":18,"attrs":1429,"content":1430},{"textAlign":34},[1431],{"text":1432,"type":22,"marks":1433},"The comprehensive array of CAPTRUST financial services addresses a wide range of client needs.  ",[1434],{"type":129,"attrs":1435},{"color":797},{"type":18,"attrs":1437,"content":1438},{"textAlign":34},[1439,1444,1453],{"text":1440,"type":22,"marks":1441},"Its investment management services include both wrap-fee and non-wrap-fee programs. In these programs, they develop personalized investment strategies and manage ",[1442],{"type":129,"attrs":1443},{"color":797},{"text":1445,"type":22,"marks":1446},"portfolios that align with clients' financial goals",[1447,1450,1452],{"type":31,"attrs":1448},{"href":1449,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/investing/what-is-an-investment-portfolio",{"type":129,"attrs":1451},{"color":811},{"type":813},{"text":1275,"type":22,"marks":1454},[1455],{"type":129,"attrs":1456},{"color":797},{"type":18,"attrs":1458,"content":1459},{"textAlign":34},[1460],{"text":1461,"type":22,"marks":1462},"In addition to investment management, CAPTRUST offers detailed financial planning services, covering aspects such as business, estate, and retirement planning.  ",[1463],{"type":129,"attrs":1464},{"color":797},{"type":18,"attrs":1466,"content":1467},{"textAlign":34},[1468],{"text":1469,"type":22,"marks":1470},"They also provide advisory services for institutional clients, including corporate and retirement plans, ensuring these plans are optimized for performance and regulatory compliance. ",[1471],{"type":129,"attrs":1472},{"color":797},{"type":18,"attrs":1474,"content":1475},{"textAlign":34},[1476],{"text":1477,"type":22,"marks":1478},"CAPTRUST provides participant advisory services to individual investors, supporting effective retirement savings and investment decisions.",[1479],{"type":129,"attrs":1480},{"color":797},{"type":764,"attrs":1482,"content":1483},{"level":766,"textAlign":34},[1484,1489],{"text":1485,"type":22,"marks":1486},"What fees does CAPTRUST charge?",[1487],{"type":129,"attrs":1488},{"color":12},{"text":771,"type":22,"marks":1490},[1491],{"type":129,"attrs":1492},{"color":1248},{"type":18,"attrs":1494,"content":1495},{"textAlign":34},[1496,1497,1503],{"text":1209,"type":22},{"text":1498,"type":22,"marks":1499},"fees",[1500],{"type":31,"attrs":1501},{"href":1502,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.captrust.com/wp-content/uploads/2022/04/2022-CAPTRUST-Wrap-Fee-Program-Brochure.pdf",{"text":1504,"type":22}," are structured to reflect the level of service and portfolio complexity. The firm uses a tiered wrap-fee model, meaning one comprehensive fee covers advisory, brokerage, and custodial services.",{"type":18,"attrs":1506,"content":1507},{"textAlign":34},[1508],{"text":1509,"type":22},"At the entry level, fees can be as high as 2.25% annually for the first $1 million in assets, then step down for larger account balances. Clients with assets above $5 million benefit from a reduced rate of 1.25%, while balances between $1 million and $5 million are charged at 1.75%. For separately managed accounts (SMAs), the same tiered schedule applies, though minimums and details vary by manager. CAPTRUST also notes that some fees may be negotiable.",{"type":18,"attrs":1511,"content":1512},{"textAlign":34},[1513],{"text":1514,"type":22},"This tiered structure ensures that clients with larger portfolios pay proportionally less, while all clients receive the comprehensive planning and advisory services covered by the wrap fee.",{"type":764,"attrs":1516,"content":1517},{"level":1317,"textAlign":34},[1518],{"text":1519,"type":22},"CAPTRUST fee schedule:",{"_uid":1521,"caption":12,"content":1522,"component":1540,"show_search":543,"paste_content":1541,"number_of_rows":1575,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"b66e7081-dae3-4d6e-a9d7-3d0d4b786728",{"tbody":1523,"thead":1533,"fieldtype":1539},[1524],{"_uid":1525,"body":1526,"component":1532},"a715dd06-9a67-494d-94d9-83c73a31130a",[1527,1530],{"_uid":1528,"value":12,"component":1529},"e393b494-83bd-4b46-9b5c-563e7859ddc3","_table_col",{"_uid":1531,"value":12,"component":1529},"ed10c0be-0e8a-4c66-bda3-819748ba71b5","_table_row",[1534,1537],{"_uid":1535,"value":12,"component":1536},"b03d0bee-b182-4791-aae8-6485673cb9b5","_table_head",{"_uid":1538,"value":12,"component":1536},"4ba8ca0c-73be-4e14-bb96-620b504f8ce9","table","article-table",{"type":15,"content":1542},[1543,1548,1553,1558,1563,1568,1573],{"type":18,"attrs":1544,"content":1545},{"textAlign":34},[1546],{"text":1547,"type":22},"Feature\tBasic (Automated Investing)\tPlus (Automated Investing)",{"type":18,"attrs":1549,"content":1550},{"textAlign":34},[1551],{"text":1552,"type":22},"Annual wrap fee\t0.30%\t0.60%",{"type":18,"attrs":1554,"content":1555},{"textAlign":34},[1556],{"text":1557,"type":22},"Minimum annual fee\t$15 (for balances under $5,001)\t$250",{"type":18,"attrs":1559,"content":1560},{"textAlign":34},[1561],{"text":1562,"type":22},"Minimum account size\t$1,000\t$25,000",{"type":18,"attrs":1564,"content":1565},{"textAlign":34},[1566],{"text":1567,"type":22},"Access to human advisors?\tNo\tYes",{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571],{"text":1572,"type":22},"Portfolio management\tAutomated only\tAutomated and advisor support",{"type":18,"attrs":1574},{"textAlign":34},"10",{"_uid":1577,"data":1578,"component":824},"005b3305-e6ca-415e-81e1-a4f062961c4a",{"type":15,"content":1579},[1580,1661,1669,1677,1685,1732,1810,1819,1841,1849,1854,1862,1870,1878,1887,1895,1903,1911,1920,1928,1936,1958],{"type":18,"attrs":1581,"content":1582},{"textAlign":34},[1583,1589,1593,1606,1610,1623,1627,1640,1644,1657],{"text":1584,"type":22,"marks":1585},"Our take:",[1586,1587],{"type":38},{"type":1588},"italic",{"text":1590,"type":22,"marks":1591}," CAPTRUST’s fees, starting at 2.25%, are on the high end compared with many wealth managers. 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CAPTRUST’s pricing underscores its positioning as a premium, advisor-driven service rather than a low-cost investing platform.",[1660],{"type":1588},{"type":764,"attrs":1662,"content":1663},{"level":766,"textAlign":34},[1664],{"text":1665,"type":22,"marks":1666},"What is the minimum account size for CAPTRUST Financial Advisors?",[1667],{"type":129,"attrs":1668},{"color":797},{"type":18,"attrs":1670,"content":1671},{"textAlign":34},[1672],{"text":1673,"type":22,"marks":1674},"CAPTRUST sets relatively high account minimums, which vary depending on the specific wrap-fee program.",[1675],{"type":129,"attrs":1676},{"color":797},{"type":18,"attrs":1678,"content":1679},{"textAlign":34},[1680],{"text":1681,"type":22,"marks":1682},"Most accounts require at least $50,000 to open, with some strategies requiring closer to $100,000.",[1683],{"type":129,"attrs":1684},{"color":797},{"type":777,"content":1686},[1687,1712,1722],{"type":780,"content":1688},[1689],{"type":18,"attrs":1690,"content":1691},{"textAlign":34},[1692,1697,1705,1707],{"text":1693,"type":22,"marks":1694},"PMA programs require a ",[1695],{"type":129,"attrs":1696},{"color":797},{"text":915,"type":22,"marks":1698},[1699,1701,1704],{"type":31,"attrs":1700},{"href":1502,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1702},{"color":1703},"#0000FF",{"type":813},{"text":1706,"type":22}," initial minimum ",{"text":1708,"type":22,"marks":1709},"investment to open an account.",[1710],{"type":129,"attrs":1711},{"color":797},{"type":780,"content":1713},[1714],{"type":18,"attrs":1715,"content":1716},{"textAlign":34},[1717],{"text":1718,"type":22,"marks":1719},"SMA wrap accounts typically require $100,000 or higher, depending on the strategy and manager (CAPTRUST wrap-fee brochure).",[1720],{"type":129,"attrs":1721},{"color":797},{"type":780,"content":1723},[1724],{"type":18,"attrs":1725,"content":1726},{"textAlign":34},[1727],{"text":1728,"type":22,"marks":1729},"There are no minimum amounts published for other advisory or consulting services, so these may be determined individually.",[1730],{"type":129,"attrs":1731},{"color":797},{"type":18,"attrs":1733,"content":1734},{"textAlign":34},[1735,1739,1743,1756,1759,1772,1776,1789,1793,1806],{"text":1584,"type":22,"marks":1736},[1737,1738],{"type":38},{"type":1588},{"text":1740,"type":22,"marks":1741}," CAPTRUST’s $50,000–$100,000 thresholds put it in line with wealth managers like ",[1742],{"type":1588},{"text":1744,"type":22,"marks":1745},"Mercer Advisors",[1746,1755],{"type":31,"attrs":1747},{"href":1748,"uuid":1749,"anchor":34,"target":35,"linktype":74,"story":1750},"/discover/financial-advice/mercer-advisors-review","445d6d6d-75d8-4592-ad7b-1b74f2dad610",{"name":1751,"id":1752,"uuid":1749,"slug":1753,"url":1754,"full_slug":1754,"_stopResolving":558},"Mercer Advisors review",91822631352241,"mercer-advisors-review","discover/financial-advice/mercer-advisors-review",{"type":1588},{"text":1641,"type":22,"marks":1757},[1758],{"type":1588},{"text":1760,"type":22,"marks":1761},"Fisher Investments",[1762,1771],{"type":31,"attrs":1763},{"href":1764,"uuid":1765,"anchor":34,"target":35,"linktype":74,"story":1766},"/discover/financial-advice/fisher-investments-financial-advisor","b3fcf95a-5f84-4623-88f0-d8f4eb326b42",{"name":1767,"id":1768,"uuid":1765,"slug":1769,"url":1770,"full_slug":1770,"_stopResolving":558},"Fisher Investments financial advisor",487104759,"fisher-investments-financial-advisor","discover/financial-advice/fisher-investments-financial-advisor",{"type":1588},{"text":1773,"type":22,"marks":1774},". 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support.",[1909],{"type":129,"attrs":1910},{"color":797},{"type":764,"attrs":1912,"content":1913},{"level":766,"textAlign":34},[1914,1916],{"text":1915,"type":22},"Get expert financial advice",{"text":771,"type":22,"marks":1917},[1918],{"type":129,"attrs":1919},{"color":775},{"type":18,"attrs":1921,"content":1922},{"textAlign":34},[1923],{"text":1924,"type":22,"marks":1925},"CAPTRUST stands out as a leading financial advisory firm with a substantial presence in the industry.  ",[1926],{"type":129,"attrs":1927},{"color":797},{"type":18,"attrs":1929,"content":1930},{"textAlign":34},[1931],{"text":1932,"type":22,"marks":1933},"It offers a range of services designed to cater to emerging and high-net-worth investors.  ",[1934],{"type":129,"attrs":1935},{"color":797},{"type":18,"attrs":1937,"content":1938},{"textAlign":34},[1939,1944,1953],{"text":1940,"type":22,"marks":1941},"Unbiased will match you with a financial advisor for expert 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","Sam Becker is a freelance writer and journalist based near New York City. He is a native of the Pacific Northwest and a graduate of Washington State University. 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Explore their services, fees, and strategies to decide if they’re worth it for your portfolio.",[],"captrust-review","discover/financial-advice/captrust-review",-3730,[],365590167,"a403fa0f-6026-4944-a7ee-03a5a65d75cf","2025-09-25T15:15:17.475Z",[],{"left":727,"top":727,"width":2226,"height":2226,"rotate":727,"vFlip":543,"hFlip":543,"body":2227},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2229},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2231,2234,2235],{"title":2232,"exact":558,"href":2233},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2236,"disabled":558},"/discover/financial-advice/captrust-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2238},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777540096955]